Summit Global Investments
BOUNTIFUL UT · SEC CIK 0001697953
$18.31亿2026Q2 申报市值
523持仓数
57.9%前十大占比 · 第一大 15.2%
74 / 43新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGLC 加仓+$955.73万
LDRX 加仓+$827.89万
RBB FD INC 加仓+$550.60万
IEMG 加仓+$511.79万
RBB FD INC 加仓+$411.29万
2026Q2 卖出最多 按季末市值估算
USDX 减仓-$2,850.85万
MU 减仓-$1,802.50万
MXL 减仓-$778.66万
AAPL 减仓-$716.62万
NVDA 减仓-$706.98万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $344.30万 | 0.19% | 5,927 | -1,548 | -20.7% | -$89.92万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $345.20万 | 0.19% | 71,280 | 6,200 | 9.5% | $30.03万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $348.80万 | 0.19% | 14,684 | 81 | 0.6% | $1.92万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $356.60万 | 0.19% | 61,830 | 2,301 | 3.9% | $13.27万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $356.80万 | 0.19% | 7,182 | 3,286 | 84.3% | $163.25万 | 加仓 |
| EME | EMCOR GROUP INC | $379.10万 | 0.21% | 4,568 | -200 | -4.2% | -$16.60万 | 减仓 |
| BAC | BANK OF AMER CORP | $384.40万 | 0.21% | 67,455 | 2,423 | 3.7% | $13.81万 | 加仓 |
| — | EXXON MOBIL CORP | $391.70万 | 0.21% | 28,648 | -5,854 | -17.0% | -$80.04万 | 减仓 |
| C | CITIGROUP INC | $392.80万 | 0.21% | 28,065 | 14,428 | 105.8% | $201.94万 | 加仓 |
| MGA | MAGNA INTL INC | $397.80万 | 0.22% | 60,578 | 4,834 | 8.7% | $31.74万 | 加仓 |
| ALL | ALLSTATE CORP | $405.00万 | 0.22% | 17,019 | 6,767 | 66.0% | $161.03万 | 加仓 |
| APH | AMPHENOL CORP | $414.40万 | 0.23% | 23,503 | -1,677 | -6.7% | -$29.57万 | 减仓 |
| EG | EVEREST GROUP LTD | $417.60万 | 0.23% | 11,691 | 5,326 | 83.7% | $190.24万 | 加仓 |
| DTE | DTE ENERGY CO | $442.80万 | 0.24% | 29,060 | -9,384 | -24.4% | -$142.99万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $451.10万 | 0.25% | 38,665 | 6,310 | 19.5% | $73.62万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $459.00万 | 0.25% | 41,488 | 14,483 | 53.6% | $160.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $462.40万 | 0.25% | 12,497 | -75 | -0.6% | -$2.78万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $466.50万 | 0.25% | 9,769 | -4,909 | -33.4% | -$234.42万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $468.00万 | 0.26% | 7,506 | -2,298 | -23.4% | -$143.28万 | 减仓 |
| QQQ | INVESCO QQQ TR | $480.60万 | 0.26% | 6,527 | 2,876 | 78.8% | $211.77万 | 加仓 |
| KO | COCA COLA CO | $492.10万 | 0.27% | 60,553 | 2,171 | 3.7% | $17.64万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $495.90万 | 0.27% | 29,424 | 12,341 | 72.2% | $207.99万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $506.00万 | 0.28% | 9,852 | -5,926 | -37.6% | -$304.36万 | 减仓 |
| PEP | PEPSICO INC | $527.10万 | 0.29% | 38,932 | -21,778 | -35.9% | -$294.85万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $535.00万 | 0.29% | 7,789 | 2,650 | 51.6% | $182.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $541.50万 | 0.30% | 16,542 | -3,664 | -18.1% | -$119.94万 | 减仓 |
| EVRG | EVERGY INC | $544.40万 | 0.30% | 62,992 | -9 | -0.0% | -$778 | 减仓 |
| IEMG | ISHARES INC | $561.30万 | 0.31% | 67,757 | 61,781 | 1,033.8% | $511.79万 | 加仓 |
| AGG | ISHARES TR | $587.20万 | 0.32% | 59,325 | -18,851 | -24.1% | -$186.59万 | 减仓 |
| INCY | INCYTE CORP | $627.70万 | 0.34% | 55,370 | -689 | -1.2% | -$7.81万 | 减仓 |
| NEM | NEWMONT CORP | $634.30万 | 0.35% | 67,913 | -8,409 | -11.0% | -$78.54万 | 减仓 |
| MRK | MERCK & CO INC | $668.70万 | 0.37% | 52,039 | -15,559 | -23.0% | -$199.93万 | 减仓 |
| PGR | PROGRESSIVE CORP | $682.00万 | 0.37% | 31,220 | 774 | 2.5% | $16.91万 | 加仓 |
| AMZN | AMAZON COM INC | $690.50万 | 0.38% | 28,973 | -13,975 | -32.5% | -$333.06万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $712.80万 | 0.39% | 74,162 | -4,825 | -6.1% | -$46.37万 | 减仓 |
| GOOG | ALPHABET INC | $715.30万 | 0.39% | 20,246 | 1,683 | 9.1% | $59.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $740.70万 | 0.40% | 14,803 | -3,083 | -17.2% | -$154.26万 | 减仓 |
| EMLC | VANECK ETF TRUST | $756.20万 | 0.41% | 295,865 | 28,890 | 10.8% | $73.84万 | 加仓 |
| EMB | ISHARES TR | $774.60万 | 0.42% | 80,317 | 7,147 | 9.8% | $68.93万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $804.20万 | 0.44% | 199,604 | 14,342 | 7.7% | $57.78万 | 加仓 |
| AVGO | BROADCOM INC | $808.20万 | 0.44% | 21,395 | -1,293 | -5.7% | -$48.84万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $829.40万 | 0.45% | 7,186 | -15,617 | -68.5% | -$1,802.50万 | 减仓 |
| HYG | ISHARES TR | $838.80万 | 0.46% | 104,888 | 5,657 | 5.7% | $45.24万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $892.80万 | 0.49% | 117,967 | 12,110 | 11.4% | $91.65万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $925.80万 | 0.51% | 349,362 | 27,064 | 8.4% | $71.72万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $949.60万 | 0.52% | 103,583 | -7,369 | -6.6% | -$67.56万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,006.90万 | 0.55% | 200,465 | 11,937 | 6.3% | $59.96万 | 加仓 |
| META | META PLATFORMS INC | $1,088.70万 | 0.59% | 19,327 | -2,742 | -12.4% | -$154.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,165.70万 | 0.64% | 12,461 | 510 | 4.3% | $47.71万 | 加仓 |
| GOOGL | ALPHABET INC | $1,171.40万 | 0.64% | 32,779 | -13,428 | -29.1% | -$479.87万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,179.80万 | 0.64% | 227,854 | 16,520 | 7.8% | $85.54万 | 加仓 |
| LLY | ELI LILLY & CO | $1,248.20万 | 0.68% | 10,407 | -409 | -3.8% | -$49.05万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,253.20万 | 0.68% | 209,959 | 29,181 | 16.1% | $174.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,527.20万 | 0.83% | 214,351 | 31,953 | 17.5% | $227.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,727.20万 | 0.94% | 46,302 | -4,984 | -9.7% | -$185.92万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,774.80万 | 0.97% | 352,222 | 23,231 | 7.1% | $117.06万 | 加仓 |
| TSLA | TESLA INC | $1,891.90万 | 1.03% | 44,981 | -4,094 | -8.3% | -$172.19万 | 减仓 |
| AAPL | APPLE INC | $2,369.20万 | 1.29% | 81,878 | -24,766 | -23.2% | -$716.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,454.50万 | 1.34% | 122,669 | -35,333 | -22.4% | -$706.98万 | 减仓 |
| IEF | ISHARES TR | $3,647.40万 | 1.99% | 385,680 | 39,188 | 11.3% | $370.60万 | 加仓 |
| — | RBB FD INC | $9,270.20万 | 5.06% | 2,658,073 | 111,118 | 4.4% | $387.53万 | 加仓 |
| — | RBB FD INC | $9,288.00万 | 5.07% | 2,838,692 | 168,279 | 6.3% | $550.60万 | 加仓 |
| — | RBB FD INC | $9,951.40万 | 5.43% | 3,131,767 | 129,435 | 4.3% | $411.29万 | 加仓 |
| SGLC | RBB FD INC | $1.71亿 | 9.34% | 3,922,348 | 219,264 | 5.9% | $955.73万 | 加仓 |
| USDX | RBB FD INC | $2.22亿 | 12.14% | 8,719,186 | -1,118,518 | -11.4% | -$2,850.85万 | 减仓 |
| LDRX | RBB FD INC | $2.78亿 | 15.20% | 7,884,953 | 234,470 | 3.1% | $827.89万 | 加仓 |